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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,538,666 | $162,136+849.0% | $152,301+910.3% | $154,746+894.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.11% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $17,200 | $4,890+251.7% | $4,624+271.9% | $4,379+292.8% |
| Participant deferral / active EE | $10,227 | $8,341+22.6% | $8,004+27.8% | $6,730+52.0% |
| Admin fee / account holder | $223,402 | $15,759+1317.6% | $14,398+1451.6% | $14,365+1455.2% |